Everything is cyclical in the markets.
In the Markets Nothing is as Dependable as Cycles
Which Asset Class is More Attractive Right Now: Stocks or Bonds?
Some thoughts on the relative attractiveness of stocks vs. bonds.
Animal Spirits: Bear Market Math
On today’s show, we discuss the slowing housing market, taking Animal Spirits on the road, why consumers keep spending money, how the stock market moves during a bear market, some optimism for a 60/40 portfolio, why the 4% rule is still alive and well, a bunch of movie recommendations and much more.
Everyone Is Predicting a Recession But No One is Acting Like It (Yet)
Why do consumers keep spending so much money?
The Long-Term is Not Where Life is Lived
How bear markets tempt you into make mistakes.
Why Isn’t Inflation Falling?
Two reasons inflation has remained elevated.
What Would You Do If You Were Running the Fed Right Now?
Some questions I have about Fed policy.
Animal Spirits: Why Isn’t Inflation Falling?
On today’s show, we discuss the trouble with nailing the bottom in a bear market, why money continues flowing into ARK, why the VIX isn’t higher, sticky inflation, why the bottom 50% has seen their net worth double since the start of the pandemic, Netflix with ads and much more.
Bear Market Opportunities For Every Generation of Investors
Some thoughts on how each generation should view the current bear market opportunity set.
What a Stock Market Bottom Looks Like
There’s an old saying that they don’t ring a bell for you at the top. I know this to be true because investors spent more than 10 years during the bull market of the 2010s calling everything they saw a top. The regime changes are rarely obvious until after the fact. The same is true…
